Portfolio Management Services (PMS)Compare Schemes
Axis - Emerging Stars Portfolio vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Axis - Emerging Stars Portfolio
NBC - Seeking Alpha
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.88%
3.51%
6 Months
17.49%
12.65%
1 Year
9.72%
22.80%
3 Years
—
18.05%
5 Years
—
41.98%
Since Inception
6.83%
7.54%
Fund Age
2 yrs 3 mo
9 yrs 2 mo
AUM
₹104.19 Cr
₹9.17 Cr
Alpha – 1 Year
6.74%
24.84%
Alpha – 3 Years
—
11.40%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
24.22%
21.50%
Volatility – 3 Years
—
17.94%
Beta – 1 Year
1.13
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.27
0.82
Sharpe Ratio – 3 Years
—
0.76
Worst Rolling Year
—
-34.33%
Value at Worst Rolling Year
—
₹0.66 Cr
Deepest Drawdown
−19.46%
−18.33%
Recovery Period
Not yet recovered
81 days
1-Year Rolling Windows Positive
—
68.37%
Median Rolling Year
—
26.92%
5-Year Rolling Windows Positive
—
74.51%
Market-Cap Mix
L 3% · M 1% · S 92%
L 13% · M 14% · S 73%
Number of Stocks
45
18
Portfolio P/E
29.66
18.68
Top 5 Holdings
EPL Ltd · 4.78%
Welspun Corp Ltd · 3.89%
Cartrade Tech Ltd · 3.77%
Cash & Cash Equivalent · 3.69%
Senco Gold Ltd · 3.65%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Capital Goods · 18.42%
Consumer Services · 11.65%
Financial Services · 11.51%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%